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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,857 | $73,421-64.8% | $66,439-61.1% | $155,188-83.3% |
| Participation rate | 61.1% | 79.7%-18.6pp | 74.5%-13.4pp | 80.8%-19.7pp |
| Annual return | 13.77% | 1382.37%-1368.6pp | 757.66%-743.9pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,426 | $3,039-53.1% | $2,637-45.9% | $4,248-66.4% |
| Participant deferral / active EE | $4,335 | $4,680-7.4% | $3,876+11.8% | $6,531-33.6% |
| Admin fee / account holder | $3,718 | $8,856-58.0% | $6,173-39.8% | $14,480-74.3% |